Sr. Portfolio Advisor, Manager

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking, guiding sophisticated clients since 1889 with a foundation of Service, Expertise, and Integrity.

Responsibilities

• Manage an Investment Services group, including performance management, staffing input, and disciplinary actions.
• Oversee investment activities for major fee-revenue accounts (90% capacity), focusing on high-net-worth personal trusts and complex individual portfolios.
• Develop, recommend, and direct investment programs tailored to individual client objectives, aligning strategies with evolving client needs.
• Collaborate proactively with client service teams to identify and execute investment opportunities.
• Maintain an influential presence with clients, co-trustees, consultants, legal teams, and attorneys to ensure alignment on portfolio activity and client requirements.
• Demonstrate mastery of investment strategies, tools, and methodologies through engagement with national investment practices and thought leadership initiatives.
• Participate in thought leadership publications, educational opportunities, and practice-hosted events.
• Adhere to best practices as measured by the PM Dashboard, execute national initiatives, and provide feedback on improvements.
• Follow National Investment Guidelines, REV peer review feedback, and sound risk management practices.
• Serve on investment services committees and contribute to special projects.

Requirements

• Minimum 10–12 years of investment experience, including research, with a track record of meeting long-term investment objectives.
• In-depth knowledge of investment and portfolio management theory, accounting, financial principles, and market characteristics.
• Familiarity with investment terminology, trust investment laws, taxation, and internal policies.
• Strong decision-making, sales, and negotiation skills to navigate sensitive client situations.

Benefits

• Comprehensive benefits package, including retirement (401k and pension), health and welfare (medical, dental, vision, spending accounts, disability), paid time off, parental and caregiver leave, and life & accident insurance.
• Discretionary bonus program, which may include an equity component.
• Flexible and collaborative work culture with opportunities for internal movement and community engagement.
• Philanthropy and volunteerism are core to Northern Trust’s culture, with global employee participation in community initiatives.

Pay

Salary range: $189,290 – $331,200 USD (base pay estimate).

Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future. Northern Trust will not sponsor work visas for this role.